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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,324 | $175,259-81.0% | $149,723-77.7% | $139,487-76.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 23.15% | 166.82%-143.7pp | 134.50%-111.3pp | 373.84%-350.7pp |
| Employer contribution / active EE | $827 | $5,478-84.9% | $4,821-82.9% | $4,755-82.6% |
| Participant deferral / active EE | $1,895 | $6,522-70.9% | $5,682-66.7% | $6,713-71.8% |
| Admin fee / account holder | $117 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |